Recreational Marine Sales & Team Lead

About SPG:

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). 

Responsibilities-Producer

Quote Review

Responsibilities include and are not limited to the following.  Review incoming requests for quotes to ensure receipt of complete and accurate information. Contact the client or broker if more information is necessary.  Determine the eligibility for our carriers and then determine which carrier to quote that would best fit the clients’ needs.

Quoting

Enter client and boat information into Navigator and/or also into any carrier-specific systems.  Review comparative quote information to determine best coverages and premium for the customer.  Prepare quote letter and request any additional documentation.  Deliver quote to the customer in a timely and accurate manner per company guidelines.  Revise the quote as necessary.  Explain coverages to the customer and educate them on the specifics of the policy as necessary.

Quote Follow Up

Contact the client in a timely manner as a follow up to the previously submitted quote.  Attempt to close the sale.  Assist the New Business Producer in obtaining any required information after binding, but prior to policy issuance.

Binding

Upon client’s agreement to purchase the policy, obtain all of the necessary information to bind coverage and enter into Navigator and/or the carrier system.  Prepare binder and request any additional documentation.  Deliver the binder to the customer in a timely and accurate manner per company guidelines.  Revise the binder as necessary. 

Payments

Per carrier requirements, communicate payment options to the client and provide them with the necessary tools to make payment and/or apply payment for the customer as necessary.

Other

• Assist with other sales, marketing or new business initiatives as they may arise. 
• Perform other job duties as they may be assigned.

Responsibilities-Team Lead

Responsibilities of the Team Lead include but are not limited to the below.

• One on one meetings as requested by manager
• Answering questions for the team or finding out the answer to the question
• Compiling/developing analytics to set team goals such as phone adherence, audits, call standards, etc.
• Composing written communication(s) for the agency management system infrastructure when needed
• Recognizing team members strengths/weaknesses and working with individuals on development
• Attend Sales/Service Manager meetings
• Work directly with manager to take tasks currently being handled by him

Requirements

The formal education and experience for a Producer/Inside Salesperson can vary.  However, the following are commonly required for this position:

• Proven prior successful sales experience
• Demonstrated strong decision-making ability
• Excellent communication skills, both verbal and written
• Ability to multi-task effectively and handle a fast-paced business environment
• Flexibility with daily tasks
• Fast and accurate typing skills
• Goal oriented
• Strong ability to organize and prioritize
• Insurance 2+ years insurance experience
• Property & Casualty license required
• Knowledge of boats and/or the marine industry a plus

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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